R11i Oracle Release Management

1. R11i Oracle Release Management

2. Agenda • Definition of Release Management • Release Management Setup • Release Management Processing Steps • ArvinMeritor Extensions • Release Management Processing: Exception Management • Lessons Learned • Questions

3. Definition of Release Management • Release Management Defined • Release Management Integration • Release Management Flow

4. Release Management Defined • Oracle Release Management automates high volume electronic demand management by continually incorporating your customers’ demand into your order and planning processes. • Schedule types supported: • Planning schedules • Shipping schedules • Production Sequence schedules • Different EDI standards supported: • ASC X12 • EDIFACT • ODETTE

5. ASN Invoice Release Management Integration Planning EDI Schedules Translator Shipping e-Commerce Gateway Sequence Release Management Order Mgmt Planning Manual Schedules WIP/Flow Manufacturing Shipping Execution e-Commerce Gateway Translator

6. RLM Interface Demand Processor Validate RLM Schedule Archive RLM Processing Rules Manage Reconcile Order Lines MRP Forecast Release Management Flow Oracle e-Commerce Gateway Rel Mgmt Workbench Manual Entry Unprocessed Schedules Exceptions Archived Schedules

7. Release Management Setup- Basic Setups Warehouse Shipping Calendars Sales Order Pricing Agreements/Price Lists Warehouse/Inventory Organizations Trading Partners Customer Receiving Calendars Customers and Customer Addresses Customer Items and Cross References Inventory Items

8. Release Management Setup- Detailed Setups • ProcessingRules Setup • Overview • Processing Rules Hierarchy • Define Processing Rules

9. Release Management Setup Processing Rules Overview Processing Rules dictate how inbound schedules are managed when determining shipment quantity, supply source and scheduled ship date. Key questions for Setting up Processing Rules • What level to set up the rules ? • What options to select for various components of Processing Rules ? • What criteria to use for matching demand ?

10. Setting Up Processing Rules: Processing Rules Hierarchy • Four Levels in Hierarchy Level 4 Ship From/Customer Mandatory Level 3 Ship From/Customer Item Optional Level 2 Ship From/Address Optional Level 1 Ship From/Address/Customer Item Optional • Lower Level rules over-ride rules at higher level

11. Processing Rules Hierarchy Level 4 Level 3 Level 2 Level 1

12. Processing Rules Setup:Define Processing Rules Processing Rules are defined for five key areas : • Demand Management • Demand Fences • Order Management • CUM Management • General Settings

13. Processing Rules:Demand Management

14. Processing Rules: Demand Fences

15. Processing Rules: Order Management

16. Setting Up Processing Rules: Matching Logic Setup

17. Key questions for Setting up Processing Rules What level to set up the rules ? • Processing Rules Hierarchy What options to select for various components of Processing Rules ? • Processing Rules Definition Screen What criteria to use for matching demand ? • Processing Rules Matching Logic Setup

18. Optional Setup for Release Management CUM Management

19. Other Optional Setup - Forecast Profiles • Use Oracle Master Scheduling/MRP for setting up ‘Forecast Set’ and assigning it to ‘Forecast Source List’ • Profile ‘RLM: Forecast Selection List’ must be set • Demand Processor utilizes RLM: Forecast Selection List Profile for identifying Forecast Source List

20. Demand Processor Phases Planning Shipping Sequenced Demand Processor Validate Archive Manage Reconcile

21. Archived Validate and ArchiveCustomer Schedules Demand Processor Validate Exception Reports Archive Manage Reconcile

22. Release Management Workbench

23. Release Management Workbench

24. Release Management Workbench

25. Release Management Workbench

26. Release Management Workbench

27. Manage New Demand Demand Processor Validate Archive CUM quantity conversion Calculate requested ship date Apply demand fences Manage Reconcile

28. Restriction Rules Purpose Codes Matching Attributes Consume Hierarchy Reconcile Old and New Demand Reconcile schedules based on internal and external business rules. Demand Processor Validate Archive Manage Reconcile

29. Demand Processing Results Demand Processor Validate Archive Manage Reconcile Sales Orders Forecasts Oracle Order Management Oracle Planning

30. Integration Touch-Points Oracle e-Commerce Gateway Oracle Order Management • Trading Partner Definitions • Sales Orders and Lines • Price Lists • Agreements OracleReleaseManagement Oracle Planning • Forecast/Forecast Set Definitions • Supply Chain Sourcing Rules

31. Release Management Workbench

32. Release Management Workbench

33. Release Management Workbench

34. ArvinMeritor Inbound EDI Edit • Modify Customer Production Sequence Number to accommodate sequencing matching. • Populate ARM item in RLM Workbench. • Slack to Brake Mating Program • Validation of data validity. • Duplicate Chassis check. • Sequence Requirement Quantity of one. • Dana Schedule split for Mack Trucks.

35. Trading Partner Layers • Requirement for Processing Constraints • Flow Scheduled • Packed Requirement • Past Due Netting • CUM Layers for Customers defined with CUM Management but not sending CUM Quantities • Our CUM Shipped is greater than customer CUM Receipt. • Our CUM Shipped is less than customer CUM Receipt. • Customer Sends no CUM Receipt.

36. Trading Partner Layers

37. Lessons Learned • In-transit calculation by Receipt day not accurate. • Definition of Fences for Planning Files - Firm/Frozen • Cums are not updated by orders manually entered in OM • No effectivity dates on customer xrefs - Ranking only • SO size - Size of RLM tables major factor in performance

38. Questions